About us
Datasite is the essential infrastructure for M&A. Also comprising Grata, Blueflame AI, and Sherpany, we help dealbreakers find opportunities, manage transactions, and make key decisions.
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Job Description:
The Investment Banking Product Strategist Senior Associate is an individual contributor role for an M&A analyst or associate ready to move into product strategy. Working closely with the Product Strategy team and partnering with product and engineering, you will translate your deal experience into agentic financial workflows, helping identify where AI can be implemented and building and testing solutions with tier 1 financial institutions, from origination and sourcing through diligence and execution.
Datasite’s Product Strategy team shapes the vision, direction, and priorities for Datasite suite of products that global dealmakers rely on to find, evaluate, negotiate, and close transactions. The team translates customer needs, market insights, and emerging technologies into product strategies spanning AI-enabled diligence workflows, unique proprietary market insights, deal sourcing and relationship intelligence.
At Datasite, you will help shape how financial professionals use AI across the investment and deal lifecycle. You will bring together the group's data room, diligence tools and market data capabilities with the AI agents available through Blueflame AI to solve practical problems for investment banks and private equity firms.
Responsibilities
- Curate and deliver financial use cases: Collaborate with product teams to develop a library of AI-powered solutions tailored to financial institutions. Turn recurring deal tasks into repeatable AI workflows, defining the data required, steps to automate and outputs bankers need.
- Plan across the product ecosystem: Identify how data rooms, diligence tools and market data can leverage AI to deliver agentic financial workflows. Help prioritize use cases and sequence delivery across products based on client value, dependencies and feasibility.
- Define and test AI output quality: Set the standard for what a usable answer looks like, build test cases from real deal scenarios, and flag where outputs need source checks or professional review.
- Work directly with clients: Run discovery sessions, demonstrations and pilots with leading investment banks and private equity firms. Explain AI capabilities clearly and adapt workflows to each client's processes.
- Serve as the voice of the customer: Gather and document client feedback, synthesize recommendations for product teams, and work with marketing to develop content that reflects financial professionals' language and priorities.
- Support adoption and measure value: Partner with sales and client success teams on workflow guides and onboarding. Maintain regular client check-ins and track adoption, ROI and output quality to identify improvements.
- Conduct research and competitive analysis: Stay current on AI in financial services, assess competing solutions, and identify opportunities for Datasite AI to address unmet client needs.
What You Bring
- At least two years of relevant experience: Hands-on front-office experience in investment banking, including direct involvement in origination and live transaction execution. You can describe your own contribution spanning several deals.
- Knowledge of the deal lifecycle: A strong understanding of investment banking workflows, including company and market research, pitches, valuation, and diligence processes and coordination. You understand how responsibilities, information needs and decisions vary across levels of seniority, from analysts and associates to senior bankers.
- Practical experience with AI: Hands-on experience using generative AI tools in financial research, analysis, deal workflows, or through self-directed experimentation with the ability to discuss what you tested, the value delivered and the limitations encountered. You are eager to build and refine agentic workflows and exercise judgment about source quality, accuracy, confidentiality and where professional review is needed.
- Clear explanations and communication: You are comfortable running impromptu whiteboard sessions as well as polished presentations and demonstrations for financial professionals. You can break down complex financial processes for colleagues without a banking background and turn client needs into clear requirements.
- Executive presence: You can engage senior stakeholders, navigate internal hierarchies within financial institutions, and build long-term relationships with key decision-makers.
- Ownership and collaboration: You take initiative, organize ambiguous work into concrete next steps, and follow through. You are comfortable owning a workstream with guidance, seeking feedback, and working across product, engineering, sales and client success.
- Client and commercial judgment: You listen closely, ask useful questions and connect workflow improvements to measurable client outcomes, while continuing to deepen your product expertise.
The base salary range represents the estimated low and high end for this position based on a good faith assessment of the role and market data at the time of posting. Consistent with applicable law, each candidate’s compensation offer may vary and will be determined based on but not limited to, your geographic region, skills, qualifications, and experience along with the requirements of the position. This position may be eligible for bonuses, commissions, or overtime if applicable. Benefits include health insurance (medical, dental, vision), a retirement savings plan, paid time off, and other employee benefits. Specific details will be provided during the interview process. Datasite reserves the right to modify this pay range at any time.
$141,000.00 - $248,000.00
Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.
